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How to become a Financial & Investment Advisor in India

Ankit Agrawal - Friday 1st January 2021

Career in  Financial Advisor

Career in Financial Planning

 Do you like saving money and investing it? Would you like to manage the money of another person? If yes, you should become a financial advisor.

A financial advisor provides specialised investment recommendations to indivisuals or corporate. They help clients to achieve their financial goals through investment in financial instruments like stocks, mutual funds, Fixed deposits etc. Investment advisor manages the client assets. They mostly work in Banks, Non-banking financial companies (NBFC) or prefer to work independently.

What are the roles and responsibilities for Financial Advisor?

  • Investment advisor considers the client's long- and short-term goals, income and expenses to give the most accurate advice.
  • Investment advisor recommends the most appropriate financial products and services to the client. 
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
  • Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
  • Analyzing information and preparing plans best suited to individual clients' requirements.
  • Completing risk analyses.
  • Researching the marketplace and providing clients with information on new and existing products and services.
  • Assisting clients to make informed decisions.
  • Researching information from various sources, including providers of financial products.
  • Reviewing and responding to clients changing needs and financial circumstances.
  • Promoting and selling financial products to meet given or negotiated sales targets.
  • Producing financial reports.
  • Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.

How to Become a Financial Advisor in India?

There are 4 ways to become a Financial Advisor in India

Career Path 1

Student can do 12 (Commerce or Maths). Then complete BBA. Further you can Proceed with MBA -Finance. Further you can Proceed with Certificate in CFP (Certified Financial Planner).

Career Path 2

Student can do 12 (Commerce Stream). Then complete Bachelors in Finance. Further you can Proceed with CA /CFP/CFA.

Career Path 3

Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with AMFI/ LIC Agent Certification.

Career Path 4

Student can do 12th any stream. Then complete Bachelors in any stream. Further you can Proceed with Pursue NSE or NCFM Certificate.

What are the key skills required for Financial Advisor?

  • Portfolio Management
  • Investment Management
  • Equity Management
  • Financial Analysis
  • Customer Relationship Management
Should I become a Financial Advisor
Check your career fit for Financial Advisor in 35 Min

What are the career opportunities in Financial Advisor?

  • Equity Trader
  • Financial Manager
  • Financial Planner
  • Financial Services Sales Agent
  • Fund Manager
  • Investment Banker
  • Market Research Analyst
  • Mutual Fund Manager
  • Personal Financial Advisor
  • Risk Manager
  • Securities Director
  • Securities/Commodities Sales Agent
  • Stockbroker
  • Tax Examiner/Revenue Agent
  • Wealth Manager
  • Personal Financial Advisor

What is the salary and demand for Financial Advisor?

  • Demand is High for Financial Advisor.
  • Salary levels are High for Financial Advisor. For fresher average salary is more than 5 Lacs.
  • Fees levels of the course is Medium. To pursue this course student need to spend 3 to 4 Lakhs.
  • Level of preparation for Financial Advisor is Medium. Students spend 1 Year. to prepare for entrance test of Financial Advisor.

1 Fees
Medium
2 Demand
High
3 Salary
High
4 Level Of Preparation
Medium

Career Videos for Financial Advisor as a career curated from Youtube

What are the best entrance exam for Financial Advisor in India?

For Graduation

  • Guru Gobind Singh Indraprastha University Common Entrance Test-IPU CET 2022
  • National Test for Programs After Twelfth-NPAT 2022
  • Banaras Hindu University Undergraduate Entrance Test-BHU UET 2022
  • University of Petroleum and Energy Studies Design Aptitude Test-UPES DAT 2022
  • Jagannath University Entrance Exam-JUEE 2022
  • Integral University Entrance Test-IUET 2022
  • Uttaranchal University Entrance Examination-UUEE 2022
  • Sharda University Admission Test-SUAT 2022
  • Jammu University Entrance Test-JUET 2022
  • All India Management Association Under Graduate Aptitude Test-AIMA UGAT 2022

For Post Graduation

  • Punjab University Combined Entrance Test-PU CET 2022
  • Osmania University Common Entrance Test-OUCET 2022
  • Jain Entrance Test-Jain Entrance Test 2022
  • ACHARYA NAGARJUNA UNIVERSITY POST GRADUATE COMMON ENTRANCE TEST-ANUPGCET 2022
  • Allahabad University Post Graduate Admission Test-Allahabad University PGAT 2022
  • Yogi Vemana University Common Entrance Test-YVUCET 2022
  • Central Universities Common Entrance Test-CUCET 2022
  • Andhra University Common Entrance Test-AUCET 2022
  • Dravidian University Common Entrance Test-DUCET 2022
  • KU Post Graduate Common Entrance Test-KU PGCET 2022

Is career in Financial Advisor good choice for me?

Should I become a Financial Advisor? not sure. Take 20 Min free career test to find out are you fit for career in Financial Advisor.Check career suitability for Financial Advisor

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